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3,022 hedge funds and large institutions have $339B invested in Visa in 2021 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,446 increasing their positions, 1,106 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $6.88B | Put options by funds: $4.7B

31% more repeat investments, than reductions

Existing positions increased: 1,446 | Existing positions reduced: 1,106

27% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 127

0.85% more ownership

Funds ownership: 93.68%94.53% (+0.85%)

0% less funds holding

Funds holding: 3,0253,022 (-3)

3% less capital invested

Capital invested by funds: $348B → $339B (-$9.81B)

20% less funds holding in top 10

Funds holding in top 10: 559446 (-113)

Holders
3,022
Holders Change
-3
Holders Change %
-0.1%
% of All Funds
53.05%
Holding in Top 10
446
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-20.21%
% of All Funds
7.83%
New
161
Increased
1,446
Reduced
1,106
Closed
127
Calls
$6.88B
Puts
$4.7B
Net Calls
+$2.18B
Net Calls Change
+$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
IAP
2101
Indie Asset Partners
Indiana
$983K -$12.4K -59 -1%
HCM
2102
Horiko Capital Management
New York
$980K
HFS
2103
Haverford Financial Services
Pennsylvania
$974K
CBFP
2104
Cedar Brook Financial Partners
Ohio
$973K -$95.4K -453 -9%
SCI
2105
S&CO Inc
Massachusetts
$973K
KLCM
2106
KG&L Capital Management
Louisiana
$973K +$752K +3,572 +348%
OPOWM
2107
One Plus One Wealth Management
Florida
$967K +$962K +4,569 New
AWM
2108
Atticus Wealth Management
Florida
$962K -$111K -529 -10%
CCB
2109
Cutter & Co Brokerage
Missouri
$961K -$20.8K -99 -2%
MS
2110
Madden Securities
Texas
$959K
GA
2111
Geller Advisors
New York
$959K +$231K +1,096 +32%
FMWA
2112
Forvis Mazars Wealth Advisors
Missouri
$957K -$1.53M -7,264 -62%
DWM
2113
Dorchester Wealth Management
Quebec, Canada
$956K +$64.8K +308 +7%
CM
2114
Capula Management
Cayman Islands
$956K +$950K +4,515 New
WI
2115
Wedgewood Investors
Pennsylvania
$955K +$12.6K +60 +1%
KAS
2116
Kemnay Advisory Services
New York
$953K -$1.17M -5,547 -55%
LAM
2117
LifePro Asset Management
California
$953K -$127K -605 -12%
FHC
2118
First Horizon Corporation
Tennessee
$953K -$38.1K -181 -4%
Simplex Trading
2119
Simplex Trading
Illinois
$952K -$3.3M -15,668 -78%
AIL
2120
AGF Investments LLC
Ontario, Canada
$946K -$436K -2,071 -32%
TA
2121
Tectonic Advisors
Texas
$943K -$136K -646 -13%
STB
2122
S&T Bank
Pennsylvania
$943K +$631 +3 +0.1%
CAM
2123
Cozad Asset Management
Illinois
$943K +$64.8K +308 +7%
BA
2124
Bluesphere Advisors
Pennsylvania
$940K +$56.8K +270 +6%
CHAM
2125
Clear Harbor Asset Management
Connecticut
$939K +$25.3K +120 +3%

V Hedge Fund Activity: Q1 2021 in Review

3,022 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2021, worth a combined $339B — down 2.8% from $348B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new V positions and 127 closed out — a net gain of 34 holders — while 1,446 added to existing stakes and 1,106 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.27B. The largest seller was Fidelity Investments, cutting an estimated $1.37B.

  • 3,022 institutional investors held Visa (V) as of Q1 2021, down from 3,025 in Q4 2020.
  • Funds reported $339B of Visa stock for Q1 2021, down 2.8% quarter-over-quarter.
  • 161 funds opened new Visa positions in Q1 2021 and 127 closed out, a net change of +34 holders.
  • The largest Visa buyer in Q1 2021 was T. Rowe Price Associates, an estimated $1.27B added.
  • The largest Visa seller in Q1 2021 was Fidelity Investments, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2021.